Vishria Bird Financial Group’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $328K | Hold |
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|
2022
Q4 | $331K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $369K | Hold |
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|
2020
Q1 | $317K | Hold |
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|
2019
Q4 | $437K | Sell |
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|
2019
Q3 | $503K | Sell |
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|
2019
Q2 | $489K | Sell |
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|
2019
Q1 | $587K | Sell |
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|
2018
Q4 | $578K | Buy |
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